Premier Path Wealth Partners

It’s not what you make, it’s what you keep. Premier Path is acutely aware of the impact of Capital Gains Tax on investment performance. There are tools (including Canvas from our partners at O'Shaughnessy Asset Management) and strategies available to help mitigate this impact. Thank you to Derek Wittjohann's family, and his two beautiful daughters for the visual aid! ----------------------------------- Consider the value of $1,000,000 invested at 8% annually over 20 years, net of taxes:   Long-term gains realized & taxed via rebalancing every 2 years: $1,000,000 becomes $3,489,000 or 6.4% IRR Unrealized gains stepped up in basis in year 20: $1,000,000 becomes $4,661,000 or 8% IRR We acknowledge that in any professionally managed portfolio, gains will be realized from time to time. But Charlotte knows: the more one can defer gains, the better. www.premierpath.com

Just over a year ago, we launched as an independent wealth management firm. Over the holiday weekend, we reflected on our decision to build an independent firm, powered by open architecture that allows us to serve our clients with actionable advice and creative solutions. Our independence aligns us with our clients’ success. We take pride in our role as fiduciaries, helping the families we serve protect and grow their wealth, for this generation and the next. We hope everyone had a safe and happy holiday with their family & friends!

Michael Lehman was recently spotted visiting Italy, building memories with his family & recharging his seemingly never-depleted battery. His travel crew – both family and friends – found the opportunity to make the international debut of our Premier Path Wealth Partners summer fun shirts while they were just off the coast of Sardinia for a beautiful afternoon. www.premierpath.com   Andrew Paul, Steve and Wendy Lusby

Thank you Gregg for a great interview. "We always tell clients: Run your business like you're always going to sell it, even thought you may never sell it." - Michael Lehman

Michael Lehman shared his thoughts on the markets and discusses how Premier Path Wealth Partners designs strategies for our business owner clients and all of our clients to preserve & grow their wealth for the next generation. Charles Schwab Schwab Network's interview at the NYSE is below. www.premierpath.com https://lnkd.in/e9ysv26K #wealthmanagement #investing #financialplanning #nyse #ria #generationalplanning

Patrick York, CFP®, CRPC®, Derek Wittjohann, CFP®, CPWA®, & Michael Lehman made the trip to Minneapolis for Richard Orlando, PhD's Legacy Capitals' Whole Family Advisor program. The intensive, multi-day workshop will further deepen our ability offer multigenerational wealth strategies to high-net-worth families, executives & business owners. www.premierpath.com #wholefamilyadvisor #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech #businessmanagement https://lnkd.in/eQEFviJf

Our CEO Michael Lehman was quoted in an article by InvestmentNews on the country's $34 trillion in federal debt. "Despite Uncle Sam’s debt problems, the US remains the cleanest shirt in the hamper pile of world economies, as there is no serious contender to replace the dollar." www.premierpath.com #wealthmanagement #federaldebt #treasury #investing #stockmarket #inflation #interestrates https://lnkd.in/gYq_ybEQ

Brian Glenn, CFA provided some thoughts on Private Credit in a recent article by InvestmentNews. "History is littered with credit cycles peaking when large amounts of money and lenders entered while rates increased." "Nobody borrows at 12 percent or 13 percent because they want to, they borrow at that rate because they have to." https://lnkd.in/gcx9-pnb #investing #wealthmanagement #RIA #fiduciary #privatecredit #privatelending

Derek Wittjohann, CFP®, CPWA® was recently highlighted in a thoughtful article by Rethinking65. "Despite their varying levels of experience of financial markets, when the stakes are much higher, it’s important to carefully guide them through multiple investment cycles, how we handle and prepare for pullbacks in the market, what our investment philosophy is." https://lnkd.in/ejbs265G www.premierpath.com #investing #wealthmanagement #RIA #Fiduciary

We had a conversation with Rebecca Garcia to learn her path to landing at Premier Path, the many hats she wears in addition to her role as Relationship Manager for our clients, and a bit about what it was like finishing college during the early days of the Pandemic.